What are the responsibilities and job description for the Office Administrator position at Strive Solutions?
Branch Office Administrator supports a Financial Advisor by delivering exceptional client service and ensuring smooth day-to-day office operations.
Key Responsibilities
Key Responsibilities
- Manage daily office activities and maintain an organized, client-focused environment
- Respond to client inquiries and provide information with professionalism
- Schedule and coordinate client appointments and reviews
- Prepare, review, and maintain accurate account documentation
- Process transactions and maintain detailed client and office records
- Coordinate client-related activities, including local events
- Ensure work is completed in compliance with applicable regulations and internal standards
- Strong attention to detail and accuracy in documentation
- Excellent client service and communication skills
- Organizational skills with the ability to manage multiple tasks
- Comfort working with transaction processing and recordkeeping
- Understanding of regulatory and compliance expectations in financial services